BLOG
(1). In finance, a term used to describe client assets currently managed by the firm. Usually used during sales staff meetings to encourage employees to get their existing clients to increase the size of their relationship with the firm, often through cross-pollination.
(1). A statement suggesting that wearing that Pearl Jam t-shirt to work probably isn’t the best path to management.
“Hey Dave, I saw you applied for the director’s position, that’s great! One thing though. “Ten” came out like 20 years ago so you might want to start throwing a button-down on once in awhile. Dress for the job you want, not the job you have! Ya know what I mean?”
(1). A nice way to tell someone their proposal (which they thought was great) needs serious revisions.
“Thanks for that, John. I think it’s a great jumping off point for us to nail down how to handle this project. Eric, why don’t you run point on this going forward…”
